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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
626
CreativeOne Wealth
Kansas
$4.08M +$600K +4,989 +17%
UB
627
UMB Bank
Missouri
$4.07M -$24.9K -207 -0.6%
HAIM
628
Hunter Associates Investment Management
Pennsylvania
$4.06M +$17.1K +142 +0.4%
GIC
629
Generali Investments CEE
Czech Republic
$4.03M +$4.03M +33,500 New
BMCM
630
Bryn Mawr Capital Management
Pennsylvania
$4.03M -$61.5K -511 -2%
GT
631
Greenleaf Trust
Michigan
$4.03M +$109K +907 +3%
FT
632
Fiduciary Trust
Massachusetts
$4.01M +$56.3K +468 +1%
IA
633
IFG Advisory
Georgia
$4M +$87.1K +724 +2%
BCWM
634
Bartlett & Co Wealth Management
Ohio
$3.99M -$447K -3,673 -10%
WCM
635
Windward Capital Management
California
$3.99M -$20.1K -167 -0.5%
MCB
636
Morton Community Bank
Illinois
$3.98M -$26.4K -219 -0.7%
BFM
637
Boothbay Fund Management
New York
$3.96M +$3.4M +28,249 +609%
Balyasny Asset Management
638
Balyasny Asset Management
Illinois
$3.95M -$2.88M -23,905 -42%
MIC
639
Means Investment Company
Maine
$3.94M -$116K -964 -3%
FAM
640
Fred Alger Management
New York
$3.94M – – –
NB
641
NBT Bank
New York
$3.92M -$23.6K -196 -0.6%
SF
642
Slagle Financial
Illinois
$3.91M +$388K +3,228 +11%
PTC
643
Philadelphia Trust Company
Pennsylvania
$3.87M -$130K -1,081 -3%
BBVA
644
Banco Bilbao Vizcaya Argentaria
Spain
$3.87M -$2.14M -17,779 -36%
IA
645
IFP Advisors
Florida
$3.85M +$302K +2,506 +9%
EGM
646
Engineers Gate Manager
New York
$3.84M -$2.18M -18,119 -36%
PHS
647
Pekin Hardy Strauss
Illinois
$3.8M +$273K +2,272 +8%
HCMG
648
Howard Capital Management Group
California
$3.78M – – –
DAS
649
Diversify Advisory Services
Utah
$3.78M -$1.35M -11,566 -26%
FAT
650
First American Trust
California
$3.77M +$114K +950 +3%
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